Archiving / Unarchiving and Deleting a Proposal 

Archiving Proposals ensures the Current Proposals screen remains accurate, allowing efficient tracking of proposals currently actively being worked on. 

If a proposal has no expiry date and is archived, it is now automatically disabled — vendors will no longer be able to view it.

When a published proposal with no expiry date is unarchived, it will be automatically re-enabled, making it accessible to vendors again.

If an expiry date is set, and that date has already passed, the proposal will remain disabled, even if it is unarchived. This ensures that any manually set expiry intent is always respected.

Archiving a Proposal 

1. Navigate to the left-hand side panel and select Current Proposals.
 

2. Navigate to the desired proposal and select the 3 dots and click on Archive. 

3. Click on Archive. 

Note: If a proposal has no expiry date and is archived, it is automatically disabled — vendors will no longer be able to view it.

Unarchiving a Proposal 

1. Navigate to the left-hand side panel and select Archived Proposals.

2. Select the desired proposal, click Unarchive then click Unarchive.

Note: When a published proposal with no expiry date is unarchived, it will be automatically re-enabled, making it accessible to vendors again.

Deleting a Proposal

*Note: You can access your previously archived proposals by navigating to Archived Proposals on the left-hand panel.

You are only able to delete Draft proposals. If your proposal has been Published or Accepted, you will not have the option to delete it. Additionally, if the proposal has been accepted, it can no longer be edited. 

1. Navigate to the left-hand side panel and select Archived Proposals.

2.  Navigate to the desired proposal, select the trash can icon and click Delete.